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The Digital Universal Banker, Now with Instant Rails
A client recently asked me how banking roles and organizational structures should evolve as so much engagement shifts to digital, while consumers...
Digital solutions to grow, scale, and outperform.
Reliable, efficient, and integrated core platforms deliver results.
Navigate this high stakes process with precision.
Select modern communications channels to integrate with core and digital solutions.
Strategic Planning
Support services for the strategic planning process at every level.
M&A Planning
Realize the key value drivers resulting from your merger or acquisition.
Performance Benchmarking
Tailored metrics and benchmarks designed to assess relationships.
Organizational Efficiency
Enhance efficiency across branches, digital channels, and contact centers.
A digital library of industry news, analysis, best practices, and thought leadership tailored to the challenges and opportunities faced by financial institutions.
Our in-depth analysis of conversion strategies, M&A activity, and the evolving landscape of financial services.
At the intersection of financial technology and banking comes a podcast featuring bank and credit union professionals sharing their unscripted perspectives on the industry.
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A client recently asked me how banking roles and organizational structures should evolve as so much engagement shifts to digital, while consumers...
3 min read
Key Takeaways From This Blog: AI isn’t static software, it learns, drifts, and changes over time. Treating it like a plug-and-play tool is a mistake....
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Key Takeaways From This Blog: Inspired by early successes like Chime and Marcus, dozens of community and regional banks launched digital-only brands...
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CRM was pitched as the brain of modern banking. Instead, it became a bloated filing cabinet that is expensive, unloved, overfed with bad data, and...
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Adapting to the digital currency landscape in the wake of JPMorgan’s Announcement
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In the early 1990s, I made a pivotal shift in my career, from traditional banking at Bank of America (originally NationsBank) to the evolving world...
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The banking industry as we know it is changing. While digital banking has reshaped the way customers interact with financial institutions, the next...
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In a world where personalized and seamless financial experiences are no longer a luxury but an expectation, traditional telephone banking and...
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In today's rapidly evolving financial landscape, C-suite executives face unprecedented challenges in steering their institutions through a complex...
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In today’s fast-paced financial landscape, seamless communication is vital for banks and credit unions to remain competitive and deliver exceptional...